Overview

Salesforce is a cloud-based customer relationship management (CRM) platform used by organizations to manage customer data, sales processes, and business relationships.

Common uses for the Alchemer Salesforce Structured Response integration

• Store detailed survey responses in Salesforce using a structured data model
• Link survey responses to Salesforce records such as Contacts, Leads, or custom objects
• Enable advanced reporting and analytics on survey data in Salesforce
• Trigger Salesforce automation based on structured survey response data
• Reduce custom mapping by using a standardized response schema

What can the Alchemer Salesforce Structured Response integration do?

• Push structured survey response records to Salesforce
• Create or update related Salesforce records for surveys, questions, and responses
• Automatically build and maintain Salesforce objects required for structured responses
• Return Salesforce metadata and status information for validation and debugging

You will need

• Salesforce API access and credentials
• Permission to create and update Salesforce objects and records
• An Alchemer plan that includes integrations and the Integration Manager permission enabled.
  • Contact us if you are unsure if your plan includes integrations.
• Create your objects using the CSV's below in the Salesforce object creator
  • schema_questions.csv
  • schema_responses.csv
  • schema_sessions.csv

Setup Alchemer Salesforce Structured Response integration in surveys

Salesforce | Structured Response

You will need:

• Salesforce API credentials
• Permission to create custom objects and fields in Salesforce

Configure the action

1. Open your survey in Survey builder.
2. Select Add New: Action.
3. In the Add Action modal, scroll to the Integrations section.
4. Select Salesforce.
5. Select Salesforce | Structured Response.
6. Salesforce | Authentication: Select an existing authentication or create a new authentication.
7. Salesforce | My Domain: Enter your Salesforce My Domain. Your Salesforce My Domain is a custom, branded subdomain for your Salesforce org.
8. Salesforce | Select objects: Select your Salesforce objects you would like to use for the structured response. You can use the CSVs above to create the objects.
9. Salesforce | Validating objects: Checking if your salesforce objects are properly built before proceeding. If you receive an error, ensure you've selected the correct object, and all required fields are created.
10. Salesforce | Select data to push: Select the fields in this survey that contain the values you want to use to create the specific record in Salesforce.
11. Salesforce | Pushing question data: Pushing question metadata to Salesforce for the selected questions.
12. Salesforce | Get data back: Select the fields you want to get back. This is optional.
13. Save the action.

Status codes

• 200: Successfully pushed to Salesforce.
• 400: The Salesforce integration returned an error.

Testing and Troubleshooting

Testing and Validation

How to test

• Submit a survey response that triggers the Salesforce Structured Response action.
• Confirm structured response records are created in Salesforce.
• Review returned metadata for successful execution.

How to verify results

• Check Salesforce for newly created or updated structured response records.
• Ensure survey questions and responses are stored as expected.

Monitoring Integration Activity

Where to find logs

• Go to Results → Individual Responses.
• Select the response you want to inspect.
• Open the Action Log tab.

What logs display

• Success or failure status
• Timestamps
• Input and output values
• Returned status codes from Salesforce

Troubleshooting

Authentication issues

• Incorrect or expired Salesforce credentials
• Insufficient Salesforce permissions

Object or data issues

• Objects or fields could not be created
• Unexpected data formatting

API errors

• Validation errors
• Salesforce API limits or restrictions

FAQs